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Home > Institutional Investor > Landsberg, Bennett, & Dubbaneh Llc > Profile

Instuitional Investor - Landsberg, Bennett, & Dubbaneh Llc

Fund Profile
Filing Period:
Fund Name: Landsberg, Bennett, & Dubbaneh Llc
Portfolio Value $784,547,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 412,473 $47,434,000 6.04%
2.
Vanguard Scottsdale Funds
 632,452 $38,852,000 4.95%
3.
Invesco Activly Mangd Etc Fd
 1,521,497 $32,530,000 4.14%
4.
Mcdonalds Corp
 MCD 114,270 $27,760,000 3.53%
5.
First Tr Exchange-Traded Fd
 471,821 $23,879,000 3.04%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)